
Start Date: TBD
Training Duration: 12 months
Hours: 32 hours per week
Compensation: $12.00 per hour
Housing: not provided
Position Description:
Intern will assist in the day-to-day operations of the financial planner. An intern can expect to learn all aspects of financial planning as well as an overview of running a small successful business.
Responsibilities:
- opening accounts,
- servicing client requests
- using financial planning software (MoneyGuide Pro)
- assisting with email campaigns to new and existing clients
- light phone calls.
Applicant Qualifications:
- To apply for the Internship program, you must be an undergraduate student of Business, Finance, or Communications (or related) OR be a recent graduate starting the program within 12 months of graduation.
- To apply for the Trainee program, applicants must hold Bachelor’s degree in Business, Finance, or Communications (or related) and have at least 1 year of professional work experience related to the degree, OR be career professionals of 5 or more years in this field
- Must speak fluent English (reading and writing)
- Organized, detail-oriented, self-motivated, have good computer skills, and have the ability to multi-task.
Работна позиција: | Finance Internship |
Плата: | $12 |
Локација на работа: | Flemington |
State: | NJ |